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Est. 2026The front page of wealth managementNew York

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FP What BNY's Wove move tells custodians about RIA tech prioritiesIN SEC 2027 exam priorities target RIA fees, cash management and M&AIN Another ex-LPL Financial advisor in trouble, this time in Iowa4K Kitces Picks Best Financial Advisor Conferences for 2027WM Rockefeller Adds J.P. Morgan Team in HoustonIN Big firms locking down advisors with pay in 2027WM Nevis Lands $70M to Expand AI Wealth PlatformWM People Moves: $6.8B Sowell Names New CIO, Launches Investment OfficeIN Fed likely to hold this week, but December hike odds top 70%IN Hybrid RIAs to get a head start on FINRA performance projections rule
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

12,831 firms manage $34.5 trillionno broker-dealer ties

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 4491
    Enhanced Healthcare Management CompanySanta Monica, CA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  2. 4492
    Fidelis Investors, LLCCranford, NJ · 7 clientsPrivate fund adviser
    Computershare Corporate Trust 100%
    $1.4B
  3. 4493
    Lynx Asset Management ABStockholm, Sweden · 18 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  4. 4494
    Cohesive Capital PartnersNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  5. 4495
    Turning Rock Partners, L.P.New York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  6. 4496
    Neumeier Poma Investment Counsel LLCCarmel, CA · 74 clientsAsset manager
    Northern Trust 41%State Street 33%BNY 26%
    $1.4B
  7. 4497
    Granville Capital, Inc.Greensboro, NC · 39 clientsPrivate fund adviser
    Schwab 100%
    $1.4B
  8. 4498
    LJI Wealth Management, LLCIndianapolis, IN · 1,573 clientsWealth manager
    Fidelity 84%
    $1.4B
  9. 4499
    Briarwood Chase Management LLCNew York, NY · 6 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  10. 4500
    Morgan Properties Special Situations II LLCConshohocken, PA · 10 clientsAsset manager
    Wilmington Trust 100%
    $1.4B
  11. 4501
    The Planning Center, Inc.Moline, IL · 912 clientsWealth manager
    Schwab 50%Axos 50%
    $1.4B
  12. 4503
    Arcadia Investment PartnersNew York, NY · 107 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  13. 4504
    J. L. Bainbridge & Co., Inc.Sarasota, FL · 839 clientsWealth manager
    Schwab 100%
    $1.4B
  14. 4505
    Rice Park CapitalPlymouth, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  15. 4508
    Black Diamond Financial, LLCLutherville, MD · 361 clientsWealth manager
    Schwab 100%
    $1.4B
  16. 4509
    Next Level Private LLCHarrison, NY · 841 clientsWealth manager
    Pershing 100%
    $1.4B
  17. 4511
    Brasa Capital ManagementLos Angeles, CA · 8 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  18. 4512
    Meridian Wealth Partners, LLCEast Norriton, PA · 810 clientsWealth managerBank-affiliated
    Schwab 85%
    $1.4B
  19. 4513
    Mountain Capital Management, LLCHouston, TX · 12 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  20. 4514
    DiaphanumMadrid, Spain · 28 clientsWealth manager
    UBS 34%Grupo Bursatil Mexicano - GBM 30%
    $1.4B
  21. 4516
    Aegis Financial CorporationMcLean, VA · 29 clientsAsset manager
    Pershing 79%
    $1.4B
  22. 4517
    Hollow Brook Wealth Management LLCKatonah, NY · 603 clientsWealth manager
    Pershing 100%
    $1.4B
  23. 4518
    Oakridge Management Group LLCStamford, CT · 48 clientsWealth manager
    Fidelity 100%
    $1.4B
  24. 4519
    Seaside Equity PartnersSan Diego, CA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  25. 4521
    Roosevelt Capital Management LLCDallas, TX · 69 clientsAsset manager
    BNY 76%
    $1.4B
  26. 4522
    Oribel Capital Management, LPNew York, NY · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  27. 4523
    Soma Capital Management LLC25 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  28. 4524
    Sheets Smith Wealth ManagementWinston Salem, NC · 423 clientsWealth manager
    Schwab 66%
    $1.4B
  29. 4525
    McIlrath & ECK, LLCArlington, WA · 1,287 clientsWealth manager
    Pershing 100%
    $1.4B
  30. 4527
    Penn Davis McFarland IncDallas, TX · 211 clientsWealth manager
    Schwab 50%Frost Bank 41%
    $1.4B
  31. 4528
    Kera Capital PartnersSan Jose, CA · 329 clientsWealth manager
    Schwab 50%Fidelity 50%
    $1.4B
  32. 4530
    One DAY in July LLCBurlington, VT · 1,381 clientsWealth manager
    Schwab 100%
    $1.4B
  33. 4531
    Weathergage Capital, LLCAustin, TX · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  34. 4533
    CitationDallas, TX · 10 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  35. 4534
    180 Wealth Advisors, LLCFederal Way, WA · 1,350 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.4B
  36. 4536
    Nelson Capital Advisors6 clientsAsset manager
    No custodian reported
    $1.4B
  37. 4538
    Heartwood Partners, LLCNorwalk, CT · 18 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  38. 4539
    Seiga Asset Management LimitedHong Kong, Hong Kong · 8 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  39. 4540
    Cornerstone Capital, Inc.Palo Alto, CA · 150 clientsWealth manager
    Schwab 85%
    $1.4B
  40. 4542
    Midwest Capital Advisors, LLCGrand Rapids, MI · 337 clientsAsset manager
    Empower Financial Services 34%Schwab 31%
    $1.4B

RIAs by state